SERVICES
Wealth and Legacy™ Group brings together fiduciary and financial services to help clients structure, grow, protect and transfer wealth. Our services are designed to work together where appropriate, so that decisions about investments, risk protection, estate planning, trusts, companies and healthcare funding are considered in context rather than in isolation.
Fiduciary Services
Wills and estate planning, trusts and trustee services, deceased estate administration, and company secretarial services that support the orderly ownership and transfer of wealth.
Financial Services
Investment management and advice, life and risk cover, medical aid and gap cover, and related financial services designed to build and protect wealth over time.
Where appropriate, these services are brought together through the Wealth and Legacy Plan®, providing a coordinated framework for the client’s financial, fiduciary and legacy planning needs.